Summit is an invitation-only group of vetted professional advisors in Northern Nevada. We exist so each member has trusted people to refer their clients to, and so those referrals are made with confidence.
Our guiding principle is Givers Gain. Members lead with generosity, and referrals follow. We serve business owners and high-net-worth individuals, and we hold an abundance mindset: the market is large enough for more than one strong advisor in every discipline.
We refer first. Helping a member's client is how trust and reciprocity are built.
Reputation, client service, cultural fit, and a history of making referrals are the bar for membership.
Members already carry professional duties. Client details stay between the parties to a referral.
A predictable rhythm that respects a professional's calendar. Ninety minutes, no scope creep.
7:30 to 9:00 AM, with an optional 7:15 social hour. Structured networking and member presentations.
Lunch in two groups of four. Deeper conversation and warm introductions between members.
Members are encouraged to meet individually to learn each other's practice and ideal referral.
Eight founding advisors across law, finance, real estate, insurance, and accounting. Photos and LinkedIn links are added as members provide them.
Summit grows by referral. Each new advisor is vetted for reputation, client service, cultural fit, and a track record of making referrals. The strongest path is an introduction from a current member. If that fits you, start with the application below.